The Robotics narrative is heating up, • Projected to hit $370B by 2034 • $5T humanoid market by 2050 • Hardware costs are collapsing • AI models more capable than ever Crypto’s robotics sector? Just $440M mcap. We are early, anon. Here’s a list of builders worth watching🧵

This week's largest unlocks ↓ • Hyperliquid ($HYPE): $797M to be unlocked (4.5% of supply) • Sui ($SUI): $9.7M to be unlocked (0.3% of supply) • EigenCloud (prev. EigenLayer) ($EIGEN): $6.9M to be unlocked (4.1% of supply) • Ethena ($ENA): $6.0M to be unlocked (0.4% of supply) • GoPlus Security ($GPS): $1.6M to be unlocked (2.8% of supply) • ZetaChain ($ZETA): $1.4M to be unlocked (2.9% of supply) • IOTA ($IOTA): $492K to be unlocked (0.3% of supply) • Wormhole ($W): $473K to be unlocked (0.8% of supply) Top-3 account for 99% of the week's total. Data: Tokenomist, Aug 31–Sep 7

market is healing

Last month should have been a wake up call for anyone still underestimating crypto risk. The various hacks that occurred proved that security is not keeping up. In April 2026 alone, DeFi exploits crossed over $630M in losses across 26 different hacks (according to CoinMarketCap - x.com/coinmarketcap/status/2…). Let's break it down 👇 Most people will focus on the bigger numbers like; ➸ @KelpDAO ($290M+ drained) ➸ @DriftProtocol ($280M+ exploited) That is just two incidents and over half a billion dollars gone. But it was not just two hacks. The entire ecosystem seemed to be under pressure at the same time; ➸ @purrlend ($1.5M exploited) ➸ @wasabi_protocol ($4.5M lost) ➸ @volo_sui ($3.5M drained) Along with dozens of other attacks most people will not even hear about. So in a single month, we’ve had; ➸ Massive protocol breaking exploits ➸ Smaller, constant drains happening in the background ➸ Retail users getting hit through indirect exposure It goes to show just how fragile the security culture really is. With the rise in AI assisted exploits, these attacks are getting smarter. It points to faster vulnerability discovery, more scalable attack strategies and more convincing social engineering with fake identities posing as trusted insiders. And this is where crypto has a real problem. From the outside looking in, people see; ➸ Platforms losing hundreds of millions overnight ➸ Users with no protection or recovery options ➸ A system where one mistake equals total loss You cannot build the future of finance on systems that fail this often. Security in crypto is still treated like a feature instead of infrastructure. At the moment, to a lot of protocols, throughput means more to them than safety. People tend to only focus on security after something breaks, while hype gets way more attention than actually building strong, reliable systems. When that is the pattern, you can already guess how things will turn out. If crypto wants to be taken seriously, three things need to happen: ✦ Prioritize security during development ✦ Better user protection layers such as insurance and other recovery mechanisms ✦ Accountability when protocols fail Until then, every major hack will reinforce the narrative that says, “This space is not ready”. The technology and opportunities matter less if people do not feel safe. And right now, they don't.

I applied for this. mint date is 13th may

If you think CT or crypto are irreversibly dead, you might be looking in the wrong place, or following the wrong people. In fact, so many things happened last week. Check out our best articles and posts of the week here ⤵

One of the biggest shifts happening in software development right now is the rise of AI coding agents. Tools like Claude Code, Codex, and other CLI-based agents are changing how devs work. Instead of writing every line manually, they can now delegate tasks like debugging, refactoring, or even implementing features to AI. But this introduces a new challenge. If you want to get the most out of these agents, you often need to run multiple agents in parallel. One fixing bugs, another writing tests, another building a feature. Managing that workflow quickly becomes messy. Different terminals, conflicting environments, and agents stepping on each other’s changes. This is where a new category of tooling is starting to emerge, which is orchestration layers for coding agents. Instead of treating each AI agent as a separate process managed manually, these tools help coordinate multiple agents, track their work, and keep environments isolated. I did a deep dive into projects building in this direction, then I stumbled upon @superset_sh. Superset is essentially a terminal designed for running many coding agents at the same time. It lets devs spin up parallel workspaces where agents can work on different tasks simultaneously without interfering with each other.   Under the hood, it uses isolated Git worktrees so each agent has its own environment and changes can be reviewed or merged independently.   As AI agents become a bigger part of the development workflow, tools that help devs manage and orchestrate them efficiently will likely become an important layer of the modern dev stack, and Superset is one of the projects experimenting with that model. It’s still early for this category, but the direction is quite interesting. Eyes peeled.

Another week in crypto and the market is still in limbo, with $BTC going back below $70K. Projects are wary of TGEs, and those that have launched are struggling to keep head above water. While the calendar for the week isn’t so packed, there’s quite a number of solid updates to pay attention to. We’re kicking off with some big shifts, fresh launches, and the usual mix of hype, macro noise that keeps us all glued to our screens, and that ever-present token unlock pressure. Here’s everything worth watching this week. 🎯 General Updates ◈ 9th ✦ @edeldotfinance plans to drop an announcement ✦ @MagicEden sunsets its EVM and BTC marketplaces ◈ 10th ✦ @DungeonCross777 officially launches ✦ @SuccinctLabs plans to drop a major update ✦ @trdEverything Phase 1 starts, featuring public token sale, points, and release of their new app ◈ 11th ✦ Xertraverse, @XertraPlatform’s NFT marketplace, goes live ✦ @MultiversX’s Battle of Nodes begins ✦ @_Qubic_’s Network Guardians open beta starts ✦ @ether_fi’s Analyst Call featuring 2026 roadmap ◈ 12th ✦ @Polkadot’s scheduled economic upgrade start ✦ @illuviumio’s Beyond Wave 5 launches ✦ @build_on_bob’s next mainnet upgrade (Jovian Hardfork) 🎯 TGE and ICO Updates ◈ 9th ✦ @NexiraDAEP ($NEXI) TGE ◈ 10th ✦ @trdEverything ($E) public sale 🎯 Macro Economic Events ✦ US CPI data ✦ Fed Bowman’s speech 🎯 Token Unlocks ◈ 12th ✦ @Aptos - 11.31M $APT ($10.52M) ◈ 13th ✦ @WhiteBit - 81.5M $WBT ($4.37B) ◈ 15th ✦ @ConnexSocial - 1.32M $CONX ($15.13M) And that’s the lineup for the next few days, ft catalysts that could spark moves in either direction. Between Magic Eden’s full retreat to Solana, some intriguing TGEs and app drops, major protocol upgrades, and those hefty unlocks looming ($WBT especially), it’s shaping up to be an eventful week. Keep an eye on the macro-economic events too. That’s always a wildcard for the broader market mood.

Gm X A fresh week to win!💕

I recently broke down how RWAs split into two distinct categories: permissionless and permissioned and why both models matter. Now let’s zoom in Here are the Top 10 Permissioned RWAs ranked by active market cap. • @BlackRock BUIDL ( $BUIDL ) - $2.481B • @circle US Yield Coin ( $USYC ) - $1.893B • @WisdomTreeFunds Treasury Money Market Digital Fund( $WTGXX ) - $612.18M • @OndoFinance OUSG ( $OUSG ) - $506.27M • @SuperstateInc USTB ( $USTB ) - $481.31M • @BlackRock USD Institutional Digital Liquidity Fund ( $BUIDL-I ) - $430.21M • @FTI_US Franklin Onchain U.S Government Money Fund ( $BENJI ) - $223.66M • @DigitalAssets Fidelity Digital Interest Token ( $FDIT ) - $179.36M • @Theo_Network thBill ( $thBILL ) - $167.01M • @SuperstateInc Crypto Carry Fund ( $USCC) - $150.66M h/t : @DefiLlama

Been watching the RWA space for a long time, and this might interest you… RWAs on Ethereum just crossed $15B. That’s roughly a 200% increase YoY. And no, this isn’t some random narrative pump. This is tokenized treasuries, money market funds, private credit, actual traditional financial products moving on-chain. A year ago we were sitting around $4–5B. Now it’s $15B+. That kind of growth doesn’t happen from retail degen activity alone. That’s institutional capital testing infrastructure and getting comfortable. We’ve got players like BlackRock putting tokenized funds on-chain. JPMorgan experimenting. Big names slowly stepping into public blockchain infrastructure instead of just talking about it. What’s interesting isn’t just the number, It’s what it signals. Ethereum isn’t just hosting DeFi apps anymore, it’s becoming settlement infrastructure for real capital markets. Stablecoins proved blockchain could handle digital dollars. RWAs are proving it can handle traditional finance. $15B might still look small compared to global markets, but the growth rate? That’s the part people should be paying attention to.

Dear founders, exposure gets people in the door. Product quality makes them buy. Marketing won’t save a weak product.

We don't need more chains. 95% of all TVL is on these 15 networks ↓ 1. Ethereum 2. Tron 3. BSC 4. Solana 5. Base 6. Arbitrum 7. Polygon 8. Plasma 9. Hyperliquid L1 10. Avalanche 11. OP Mainnet 12. Sui 13. Ink 14. Mantle 15. Monad No more new general-purpose chains. We need better apps where liquidity already lives.

Been following the games since the first round (was a tough one😅) Killed the second round of course, team midnight black for the win! Now waiting on the next reveal because maximum points i want, maximum points i must get 🌚🔥

Slow month for crypto, but if you’re looking beyond charts, here’s where to check. While timelines argued over price, builders shipped and a few quiet updates flew under the radar. If you blinked, you probably missed it. So here’s a rundown of recent updates and what’s scheduled for the next 2 weeks. — ● Major Updates • @SupernovaDEX is now live on Ethereum mainnet x.com/supernovadex/status/20… • @fraxfinance’s frxUSD is now on @EtherFi, letting users spend frxUSD via a DeFi-native card x.com/fraxfinance/status/202… • @flyingtulip’s $FT public sale is currently ongoing x.com/flyingtulip_/status/20… • @akashnet just launched Phase 1 of its Burn-Mint Equilibrium (BME) incentivized testnet x.com/akashnet/status/202345… • @kolfiapp is live, an app that lets users track and discover top solana memecoin callers x.com/kolfiapp/status/202351… • @Backpack has started verification for its upcoming token claim eligibility. TGE soon x.com/backpack/status/202349… • ETHDenver, the largest annual Web3 BUIDLathon and innovation festival, holds from today till 21st x.com/ethereumdenver/status/… • @BitMartExchange is partnering with @BanXchange to launch the BXE&BitMart U Card on the 21st x.com/bitmartexchange/status… • @AlchemyPay is launching testnet for its Alchemy Chain on the 23rd x.com/alchemypay/status/2023… • @huddle01com starts refunds to $HUDL sale participants on the 24th x.com/huddle01com/status/202… • @Zebec_HQ launches the Zebec SuperApp on the 25th, starting with the desktop version. Mobile soon x.com/zebec_hq/status/202232… • @idOS_network’s $IDO CCA sale starts on Feb 25th. Token distribution event (TDE) is on March 5th x.com/idos_network/status/20… • @ShentuChain is releasing a mainnet upgrade on the 25th x.com/shentuchain/status/202… • @xelis_project plans to release an update for Genesix Wallet this week x.com/xeliscurrency/status/2… • @injective has scheduled a major mainnet upgrade for this week x.com/injective/status/20234… — ● Upcoming TGEs and Listings • @NexiraDAEP ($NEXI) - 25th (tentatively) x.com/nexiradaep/status/2015… • @intodotspace ($SPACE) - TBD x.com/intodotspace/status/20… • @BitwayOfficial ($BTW) - TBD x.com/bitwayofficial/status/… — ● Major Token Unlocks • @KaitoAI (32.6M $KAITO) - 20th • @LayerZero_Core (25.61M $ZRO) - 20th • @Plasma (88.89M $XPL) - 25th • @grass (55M $GRASS) - 28th • @JupiterExchange (253.47M $JUP) - 28th • @SuiNetwork (43.35M $SUI) - March 1st — ● Recent Milestones Across Top Protocols/Networks • RWA market cap on @ethereum surpasses $15B, a YoY increase of about 200% x.com/tokenterminal/status/2… • @ethena's white label stablecoins crossed $100M in circulating supply, driven by suiUSDe’s recent inclusion x.com/kairos_res/status/2021… • RWA pools now account for over 25% of @kamino's TVL x.com/kamino_liq/status/2023… — If you care about updates beyond price movements, this is your two-minute edge. Stay tuned for more in 2 weeks.

Robinhood Chain Launches Public Testnet If you’ve followed @RobinhoodApp over the years, you’ll know it started out as an app that made stocks, ETFs, options, and eventually crypto accessible to everyone, all commission free. Now, they’re building their own blockchain, the Robinhood Chain. Robinhood launched the public testnet for its blockchain built as an Ethereum L2 on @arbitrum, open for devs to test, build, and experiment. Being built as an ETH L2 network means it gets Ethereum’s security and ecosystem while adding speed, scalability, and the ability to handle financial-grade apps. ▪️What Robinhood Chain Can Do Robinhood Chain has big ambitions: • Tokenized RWAs: Stocks, ETFs, and other financial instruments could become programmable on-chain. • 24/7 trading with instant settlement: No market hours, no middlemen slowing things down. • DeFi-style liquidity and self-custody: Users could hold and move assets without centralized control. ▪️Why This Matters • Developers now have access to network entry points and detailed documentation. • Robinhood Chain is compatible with standard Ethereum development tools, meaning if you’ve built on Ethereum or Arbitrum before, you can jump right in. • Big players like @Alchemy, @chainlink, @LayerZero_Fndn, @trmlabs, and @AlliumLabs are already testing integrations and more will join as the testnet grows. • The goal is to find bugs, stabilize the system, and prepare for the mainnet. ▪️How to get involved Robinhood is putting $1 million USD toward the 2026 Arbitrum Open House program to support developers on the testnet and future mainnet. They’re hosting global online Buildathons in New York City, Dubai, London, and Singapore, plus in-person Founder Houses in New York City and London. Devs and institutions can get started, find docs, and access testnet resources at docs.robinhood.com/chain/ So yes, @RobinhoodApp launching a public testnet isn’t the full blockchain you trade stocks on today, but it’s the first real step toward that future. Robinhood is trying to bring traditional finance to on-chain channels, where assets move faster, cheaper, and with more freedom.

For years, blockchains have tried to scale without breaking their core principles. But most of them still share the same architectural limitation. @LayerZero_Core ’s new system, called Zero, is their attempt to rethink that limitation. Today, every validator repeats the same work. Every transaction gets downloaded and executed across thousands of machines. That redundancy keeps networks secure, but it also creates a hard ceiling on performance. Zero proposes a different model. Instead of forcing every validator to replay every transaction, Zero uses ZK-proofs to separate execution from verification. One group, called Block Producers, executes transactions and generates proofs. Another group, Block Validators, simply verifies those proofs. Validators no longer have to redo all the work. They just check that the work was done correctly. This shift allows Zero to move away from the traditional “single-core” design most blockchains rely on. Instead of everything competing for the same resources, Zero can run multiple “Atomicity Zones” in parallel, similar to how a modern multi-core computer runs different processes at once. To make this possible, the team focused on four major areas: • Storage (QMDB) • Parallel execution (FAFO) • Real-time ZK proving (Jolt Pro) • High-throughput networking (SVID) Their target is 2M transactions per second per Zone. For context, Ethereum processes around ~15 transactions per second on L1, and Solana in the thousands. The scale of what Zero is aiming for is several orders of magnitude higher. But the bigger argument isn’t just about speed. It’s about structure. Zero claims decentralization doesn’t scale by making validators more powerful. It scales by reducing how much work each validator has to do. If it works as described, this isn’t just another high-performance chain. It’s an attempt to rethink blockchain design from the ground up. Interested to see how this plays out in practice.